Define the challenge
Clarify the decision, owner, timeframe, and success criteria.
From Analysis to Action: A Practical Strategy Workshop Kit
A step-by-step workbook for managers, founders, leadership teams, consultants, and MBA learners who want to move from business analysis to clearer strategic choices and an owned action plan.
Turn frameworks into clearer choices.
The workbook explains each framework in plain language before guiding you through the exercise. It includes PESTEL, Porter’s Five Forces, the 5Cs, internal assessment, SWOT, TOWS, option prioritization, strategic choices, a 90-day plan, and a 12-month roadmap.
Use it independently or as the foundation for a facilitated strategy workshop.
Download the complete workbook
Move from analysis to action.
Use the guided definitions, questions, rating scales, evidence fields, and worksheets to assess your current position and turn the findings into strategic priorities and actions.
Download the Strategy Workshop Kit (PDF)PDF workbook | 30 pages | No email requiredDownload the editable Word version
What is included in the workbook
External environment
Use PESTEL to identify prioritized opportunities, threats, assumptions, and evidence.
Industry structure
Assess competitive pressure through Porter’s Five Forces.
Market perspective
Examine customers, competitors, company, collaborators, and context.
Internal assessment
Identify capabilities, performance strengths, gaps, constraints, and risks.
Synthesis
Build a short, evidence-based SWOT without generic statements.
Strategic options
Use TOWS and option design to create realistic alternatives.
Prioritization
Rank options by impact, feasibility, fit, risk, and value.
Strategic choices
Define where to play, how to win, required capabilities, and trade-offs.
Action plan
Create a 90-day plan and 12-month roadmap with owners and measures.
Expected workshop outputs
- A clear strategic problem or decision statement
- An evidence-based external and internal assessment
- Three to five strategic priorities
- A statement of where to compete and how to create value
- Explicit trade-offs and items not being prioritized
- A 90-day action plan and 12-month roadmap
- A small set of measures and scheduled review dates